How to create a task template

The process is quite similar to the creation of email templates, except you do not have to add a subject.

Moreover, there are special fields that you can only use in task templates

  • Task type: You can choose from the types that are defined in Terméke settings.
  • Task duration: You can set the duration of the task
  • Reminder: If the calendar sync option is enabled, your calendar will remind you about the task.
  • Checklist: If the task consists of more than one step, you can define what you have to do to perform the task successfully.